Seilern Investment Management Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$838.5M
Q ending 2026-03-31
Prior quarter
$1.29B
Q ending 2025-12-31
Change
-35.0% QoQ · -45.2% YoY
Positions
24
reported holdings
Largest positions
All 24 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Mastercard Incorporated | MA | Shares | $88.9M | 178K |
| Unitedhealth Group Inc | UNH | Shares | $76.1M | 281K |
| Tyler Technologies Inc | TYL | Shares | $62.4M | 182K |
| West Pharmaceutical Svsc Inc | WST | Shares | $56.6M | 226K |
| Veeva Sys Inc | VEEV | Shares | $55.6M | 316K |
| Edwards Lifesciences Corp | EW | Shares | $55.3M | 690K |
| Alphabet Inc | GOOGL | Shares | $53.3M | 185K |
| Autodesk Inc | ADSK | Shares | $49.1M | 205K |
| Microsoft Corp | MSFT | Shares | $48.8M | 132K |
| Idexx Labs Inc | IDXX | Shares | $45.4M | 81K |
| Intuitive Surgical Inc | ISRG | Shares | $45.3M | 98K |
| Adobe Inc | ADBE | Shares | $43.0M | 177K |
| Cadence Design System Inc | CDNS | Shares | $40.5M | 146K |
| Zoetis Inc | ZTS | Shares | $37.7M | 319K |
| Accenture Plc Ireland | Shares | $34.3M | 173K | |
| Mettler Toledo International | MTD | Shares | $28.4M | 23K |
| Tradeweb Mkts Inc | TW | Shares | $2.6M | 22K |
| Booking Holdings Inc | BKNG | Shares | $2.4M | 581 |
| Copart Inc | CPRT | Shares | $2.3M | 69K |
| Graco Inc | GGG | Shares | $2.2M | 26K |
| Automatic Data Processing In | ADP | Shares | $2.2M | 11K |
| Cme Group Inc | CME | Shares | $2.1M | 7K |
| Moodys Corp | MCO | Shares | $2.1M | 5K |
| Visa Inc | V | Shares | $1.8M | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.